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Downshift Financial’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Downshift Financial’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.75K Buy
+20
New +$2.54K ﹤0.01% 410

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Downshift Financial's VIOO Position: Q2 2026 in Review

Downshift Financial opened a new position in Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2026: 20 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #410 among its holdings.

406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Downshift Financial held 20 shares of Vanguard S&P Small-Cap 600 ETF worth $2.75K as of Q2 2026.
  • Vanguard S&P Small-Cap 600 ETF was a new Downshift Financial position in Q2 2026.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Downshift Financial's portfolio in Q2 2026, its #410 holding.
  • 406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.